Balyasny Asset Management
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Balyasny Asset Management’s Thor Industries THO Stock Holding History

Balyasny Asset Management’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,500
Closed -$385K – 3259
2024
Q3 		$385K Buy
+3,500
New +$356K ﹤0.01% 2374
2024
Q1 		– Sell
-10,100
Closed -$1.19M – 3118
2023
Q4 		$1.19M Buy
+10,100
New +$1.01M ﹤0.01% 1615
2017
Q2 		– Sell
-50,000
Closed -$4.81M – 1739
2017
Q1 		$4.81M Sell
50,000
-56,400
-53% -$5.85M 0.02% 708
2016
Q4 		$10.6M Buy
+106,400
New +$9.6M 0.06% 463

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Balyasny Asset Management's THO Position: Q2 2026 in Review

Balyasny Asset Management sold out of Thor Industries (THO) in Q2 2026, closing a stake of 404,407 shares — an estimated $32.3M sold.

Balyasny Asset Management first reported a position in THO in Q2 2015 and held it in 23 quarters. The position peaked at $111M in Q4 2025. 409 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Balyasny Asset Management reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 404,407 Thor Industries shares in Q2 2026, an estimated $32.3M.
  • Balyasny Asset Management first reported a position in Thor Industries in Q2 2015 and held it in 23 quarters.
  • Balyasny Asset Management's Thor Industries position peaked at $111M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.